See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $34,465 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,076 | $47,722-9.7% | $82,719-47.9% | $64,808-33.5% |
| Participation rate | 90.7% | 67.6%+23.1pp | 72.6%+18.2pp | 71.5%+19.2pp |
| Annual return | -16.05% | -13.05%-3.0pp | 701.18%-717.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,948 | $2,179-10.6% | $3,009-35.3% | $2,506-22.2% |
| Participant deferral / active EE | $3,416 | $3,329+2.6% | $4,395-22.3% | $4,310-20.8% |
| Admin fee / account holder | $166 | $143+15.9% | $5,329-96.9% | $188-11.8% |